The Working Papers Document Manager is a dynamic list of documents that make up a client file. Filters can be applied to change your view and documents can be displayed in desktop windows.
Click on an area in the screen shot below to view its description
Filter Header Toolbar
Filters can be applied to documents in the Document Manager through the View | Filter menu or on the Filter Header Toolbar. The Filter Header Toolbar can be added to the top of the Document Manager to provide access to filter controls as well as a visual indication of any filter currently applied to the Document Manager. Learn more.
Column Header
The column header shows the active columns. You can customize these columns to your preferences. Learn more.
Document pane
This pane lists all of the documents in the Document Manager.
Tab bar window selector
Click here to type the name for a new tag. After the tag is named. Click the + or hit Enter to create the tag.
Document tabs
Your opened documents and screens are listed here. Click a tab to open the document. You can also view these documents in the docking view or desktop view.
